Offcuts

Tim Richardson

Offcuts is a podcast and newsletter about commerce, culture and AI.

 We explore how brands grow in a changing landscape. From shifting consumer behaviour to the rise of AI in digital work. It is part founder’s perspective, part field notes from inside the industry. We speak to founders, operators and technologists about what is working, what is changing and what is next. Expect sharp thinking, useful links and the occasional hot take. All grounded in what is actually happening. Not just what is trending.

 Brought to you by the team at Factory: https://www.factory-digital.com/

  1. SEP 3

    Ep 168: Is the AI Bubble About to Burst? With Luke Hodgson co founder of Commerce Thinking & High Cohesion

    On this episode, I’m asking a simple question with a very complicated answer. Is the AI bubble about to burst? With Luke Hodgson, co-founder of Commerce Thinking and High Cohesion. We kick things off by reviewing four recent news stories that have fuelled bubble talk, from Mira Murati’s $2 billion raise at Thinking Machines Lab to Palantir’s stock drop and Meta’s AI hiring freeze. Then we dig into the reality. What’s hype, what’s real, and how should brand operators navigate it? Luke and I explore whether the current wave of AI investment is overinflated or just misunderstood. We talk about unit economics, cracks in the AI stack, and how the winners might not be the AI-first startups, but the brands quietly experimenting in the background. We also zoom out. If this is an industrial revolution compressed into a decade, what happens to jobs? How should brands structure their teams? And is there any government on the planet actually ready for what’s coming? If you work in tech or commerce, and you’re trying to make sense of the AI noise, this one’s for you. Depict.ai are on a mission to help shoppers discover the products they love - while giving merchandisers total creative control. Turn keyword searches into real conversations. Help customers explore and uncover more of your catalogue. Merchandisers stay in control of the story. Upgrade your storefront at Depict.ai Checkout Factory here. Sign up to our newsletter here.

    32 min
5
out of 5
4 Ratings

About

Offcuts is a podcast and newsletter about commerce, culture and AI.

 We explore how brands grow in a changing landscape. From shifting consumer behaviour to the rise of AI in digital work. It is part founder’s perspective, part field notes from inside the industry. We speak to founders, operators and technologists about what is working, what is changing and what is next. Expect sharp thinking, useful links and the occasional hot take. All grounded in what is actually happening. Not just what is trending.

 Brought to you by the team at Factory: https://www.factory-digital.com/

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